Large asset managers are required to disclose their equity holdings in quarterly Forms 13F. Investors can use those filings to track which stocks billionaires are buying.
Capitalizing on its focus on the intelligence communities, data analytics, and artificial intelligence software provider Palantir (PLTR) saw its stock surge as much as +9% on Friday.
CNBC's Morgan Brennan sat down with Palantir Co-Founder Joe Lonsdale at the Reagan National Economic Forum to discuss how AI is powering growth in the defense sector and how artificial intelligence could change the workforce.
Palantir Technologies Inc (NASDAQ:PLTR) is one of the best stocks on the Nasdaq today, last seen up 6.4% to trade at $130.17.
The Trump administration has expanded Palantir's work with the government, spreading the company's technology — which could easily merge data on Americans — throughout agencies.
Mike Gallagher, Head of Defense at Palantir, says the U.S. is "narrowly ahead" in the global AI race versus China, but warns that it should not be a cause for complacency. He joins Squawk Box Asia on the sidelines of the IISS Shangri-La Dialogue 2025.
Dan Ives of Wedbush has been right with Palantir so far. Could he be right about the road ahead?
In the rapidly evolving landscape of artificial intelligence (AI) and defense technology, two companies have emerged as notable players - BigBear.ai Holdings Inc. BBAI and Palantir Technologies Inc. PLTR. Both firms specialize in providing AI-driven analytics and solutions to the government and defense sectors, leveraging cutting-edge technologies to enhance decision-making and operational efficiency.
Palantir stock has hammered short sellers this year.
YieldMax PLTR Option Income Strategy ETF offers an eye-catching 147.89% distribution rate, fueled by lucrative options premiums on PLTR, but this yield is likely unsustainable long term. The ETF does not directly own PLTR shares; it uses synthetic exposure and covered call strategies, capping upside and introducing significant risk. PLTR's current valuation is extremely high compared to peers, making it unlikely to sustain recent gains and, by extension, PLTY's high distributions.
Both Palantir Technologies Inc. PLTR and Coherent Corp. COHR are major players in the AI and data infrastructure space.
Love it or hate it, artificial intelligence (AI) is likely the most transformative and profitable technology in recent history. According to the International Monetary Fund, AI could affect 40% of all jobs around the world, while Goldman Sachs predicted two years ago that it would increase the global GDP by no less than $7 trillion by 2033.